以太坊、Polygon 主導 EVM 新用戶，2024 年第一季交易量成長

根據 Flipside 的「新 EVM 用戶：第一季快照」報告，儘管以太坊虛擬機 (EVM) 鏈不斷湧現，但以太坊和 Polygon 在吸引新用戶和交易量方面繼續處於領先地位。以太坊新增用戶 1,340 萬，Polygon 新增用戶 1,230 萬，約佔 2024 年第一季所有 EVM 新用戶的 70%，而 Arbitrum 新增用戶 470 萬。這一成長主要是由去中心化金融 (DeFi) 的主導地位推動的，以太坊交易量領先，交易量達 120 億美元，Arbitrum 交易量達 95 億美元。此外，EVM 鏈中的用戶活動各不相同，與以太坊相比，Base 顯示出顯著的增長和分佈更均勻的應用程式採用率。

Ethereum and Polygon Dominate New User Growth and Trading Volumes in Q1 2024

以太坊和 Polygon 在 2024 年第一季的新用戶成長和交易量中佔據主導地位

In a comprehensive analysis of Ethereum Virtual Machine (EVM) chains, Flipside's "New EVM Users: Q1 Snapshot" report reveals that Ethereum and Polygon continue to lead the pack, attracting the majority of new users and driving significant trading volumes.

在對以太坊虛擬機器（EVM）鏈的全面分析中，Flipside 的「新EVM 用戶：第一季快照」報告顯示，以太坊和Polygon 繼續處於領先地位，吸引了大多數新用戶並推動了巨大的交易量。

As of March 27, Ethereum boasted an impressive 13.4 million new users, while Polygon followed closely behind with 12.3 million. Together, these two giants accounted for approximately 70% of all new EVM users during the first quarter of 2024.

截至 3 月 27 日，以太坊擁有令人印象深刻的 1,340 萬新用戶，而 Polygon 緊隨其後，擁有 1,230 萬用戶。 2024 年第一季度，這兩家巨頭合計約佔所有新 EVM 用戶的 70%。

In contrast, Arbitrum, a rising star in the EVM ecosystem, has added a respectable 4.7 million users since the beginning of the year.

相較之下，EVM 生態系統中的後起之秀 Arbitrum 自今年年初以來已增加了 470 萬用戶。

Layer-2 Protocols Gaining Momentum

第 2 層協定發展勢頭強勁

While Ethereum's mainnet maintains its dominance, Layer-2 protocols are steadily gaining ground and processing a growing share of data. These protocols offer faster and cheaper transactions, making them increasingly attractive to users.

雖然以太坊的主網保持著主導地位，但第 2 層協定正在穩步取得進展並處理越來越多的資料。這些協議提供更快、更便宜的交易，使其對用戶越來越有吸引力。

Decentralized finance (DeFi) remains the primary catalyst for attracting new users to EVM chains. Ethereum reigns supreme in this domain, capturing $12 billion in trading volume during Q1.

去中心化金融（DeFi）仍然是吸引新用戶加入 EVM 鏈的主要催化劑。以太坊在這一領域佔據主導地位，第一季交易量達到 120 億美元。

Arbitrum and Polygon Expand DeFi Footprint

Arbitrum 和 Polygon 擴大 DeFi 足跡

Arbitrum ranks second in terms of trading volume, accumulating $9.5 billion since the start of the year. The Flipside report attributes this growth to increased user activity in the platform's DeFi space.

Arbitrum 的交易量排名第二，自年初以來累積交易量達 95 億美元。 Flipside 報告將這種成長歸因於該平台 DeFi 領域用戶活動的增加。

Polygon, on the other hand, has witnessed a surge in non-fungible token (NFT) activity, fueling its high new user numbers.

另一方面，Polygon 見證了不可取代代幣（NFT）活動的激增，推動了其新用戶數量的成長。

Base Emerges as a New Player

基地作為新玩家出現

Base, a new EVM chain from Coinbase, has made a significant impact in a short period of time. As of March 16, it has attracted a remarkable 243,000 new users, nearly octupling its user base since January.

Coinbase 的新 EVM 鏈 Base 在短時間內產生了重大影響。截至 3 月 16 日，它已吸引了 243,000 名新用戶，幾乎是自 1 月以來用戶數量的八倍。

The report highlights Base's efforts to simplify cryptocurrency for novice users as a key factor in its rapid growth.

該報告強調了 Base 為新手用戶簡化加密貨幣的努力，這是其快速成長的關鍵因素。

Diversity in dApp Usage

dApp 使用的多樣性

The analysis reveals a diverse landscape of decentralized applications (dApps) used by new users across EVM chains. Ethereum stands out with a large number of dApps attracting significant user engagement.

該分析揭示了 EVM 鏈上新用戶使用的去中心化應用程式 (dApp) 的多樣化模式。以太坊憑藉大量 dApp 吸引了大量用戶參與而脫穎而出。

However, Base has the highest level of even distribution in app adoption, with a difference of only 16.9% in new user volume between its top and second-most popular apps.

然而，Base 在應用程式採用率方面的均勻分佈程度最高，其最受歡迎的應用程式與第二受歡迎的應用程式之間的新用戶量差異僅為 16.9%。

Token Swaps and Bridging Apps Facilitate User Onboarding

代幣交換和橋接應用程式促進用戶入門

Token swaps and bridging apps serve as the primary entry points for new users on EVM chains. Uniswap leads the way on Ethereum, while Orbiter Finance plays a similar role on Base.

代幣交換和橋接應用程式是 EVM 鏈上新用戶的主要入口點。 Uniswap 在以太坊上處於領先地位，而 Orbiter Finance 在 Base 上扮演著類似的角色。

NFT Trading Patterns Indicate Volatility

NFT 交易模式顯示波動性

NFT trading activity across EVM chains exhibits a mixed picture. While new users on Ethereum and Base are increasingly engaging in NFT transactions, activity on Polygon has experienced a significant decline from its previous highs.

跨 EVM 鏈的 NFT 交易活動表現出好壞參半的情況。雖然以太坊和 Base 上的新用戶越來越多地參與 NFT 交易，但 Polygon 上的活動較之前的高點出現了大幅下降。

This volatility underscores the fluctuating nature of interest in NFTs and suggests that they may not maintain their dominance in the market narrative as they have in the past.

這種波動凸顯了人們對 NFT 興趣的波動性，並表明它們可能不會像過去那樣在市場敘事中保持主導地位。

Specific Applications Drive User Engagement

特定應用程式推動用戶參與

The report also highlights the influence of specific applications in shaping user activity on different chains. For instance, a large number of new Optimism users have been drawn to Worldcoin (WLD), hinting at a long-term community interest in certain projects.

該報告還強調了特定應用程式對不同鏈上用戶活動的影響。例如，世界幣（WLD）吸引了大量新的 Optimism 用戶，這暗示了社群對某些項目的長期興趣。

Divergence in Ecosystem Evolution

生態系演化的分歧

Optimism's low DeFi and NFT trading volume compared to other observed chains suggests a potential divergence in its ecosystem evolution relative to other EVM chains.

與其他觀察到的鏈相比，Optimism 的 DeFi 和 NFT 交易量較低，這表明其生態系統演變相對於其他 EVM 鏈存在潛在差異。

Growth Prospects for EVM Chains

EVM 鏈的成長前景

The report concludes by emphasizing the ongoing evolution of EVM chains and the potential for continued growth in the future. With ongoing improvements in scalability, reduced transaction fees, and the emergence of new and innovative applications, the EVM ecosystem is well-positioned to attract even more users and drive further adoption of blockchain technology.

該報告最後強調了 EVM 鏈的持續發展以及未來持續成長的潛力。隨著可擴展性的不斷提高、交易費用的降低以及新的創新應用程式的出現，EVM 生態系統已處於有利地位，可以吸引更多用戶並推動區塊鏈技術的進一步採用。